8 min read
Small Business Retirement Benefits: SEP Plans vs. SIMPLEs
Are you ready to set up a tax-advantaged retirement plan for your small business? If so, two of the most popular...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
8 min read
Sep 25, 2026
Are you ready to set up a tax-advantaged retirement plan for your small business? If so, two of the most popular...
4 min read
Sep 25, 2026
Selling an appreciated commercial property can create an interesting problem.
You may be ready to move on from the...